Leonard Investment Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$20,000/yr

“The minimum fee is $20,000 per year, with a basis point fee range of 25 to 125 basis points on the total amount of assets under consultation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Leonard Investment Advisors Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Primary Fee Schedule As a participant in the Portfolio Investment Management Services Program, primary fee schedule, you will pay fees quarterly in advance.”
• “After the five-day period, you may terminate the agreement at any time and a refund of unearned fees, if any, will be made based upon the time and effort completed prior to termination of the agreement.”
• “The financial planning agreement terminates upon delivery of the written financial plan.”

How Leonard Investment Advisors Inc.’s fees compare

• Its annual fee of $20,000 is above the Oklahoma median of $5,000. 73% of the 11 other Oklahoma planners that publish an annual fee charge less.
• 1 of the 3 other planners in Oklahoma City that publish an annual fee charge less.

About Leonard Investment Advisors Inc.

• Firm size: 6 employees.
• Founded: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$20,000 minimum fee (stated in brochure)

Clients

110

Employees

6

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$95,686,864

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

116712

Phone

(405) 879-0166

Other planners in Oklahoma City that publish fees

• Adaptation Financial Advisors Inc.Oklahoma City$75⁠-⁠$500/hr, $500⁠-⁠$25,000
• Arrow Investment Management LLCOklahoma City$150/hr
• Axion Capital Markets, LLCOklahoma City$125⁠-⁠$150/hr
• Comprehensive Financial Planning IncOklahoma City$150/hr, $1,000⁠-⁠$5,000
• Flatlands Wealth LLCOklahoma City$500
• Fourpath Capital Management, LLCOklahoma City$20,000/yr

Compare all 26 planners in Oklahoma City